Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 2.0M | 175.4M | 2.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 2.0M | 172.4M | 2.8% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | Sep 30, 2025 | 1.7M | 144.2M | 2.4% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 1.5M | 128.9M | 2.1% |
| American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND | Sep 30, 2025 | 1.4M | 124.9M | 2.1% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 950.9K | 82.5M | 1.4% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | Sep 30, 2025 | 929.6K | 80.6M | 1.3% |
| Thrivent Mutual Funds-Thrivent Mid Cap Stock Fund | Jul 31, 2025 | 906.9K | 78.7M | 1.3% |
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 902.9K | 78.3M | 1.3% |
| American Century Capital Portfolios, Inc.-Mid Cap Value Fund | Sep 30, 2025 | 739.2K | 64.1M | 1.1% |
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